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260 1St Ave S., St. Petersburg, FL 33710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
Branch Locations
260 1St Ave S., St. Petersburg, FL 33710 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charlotte Eye Ear Nose & Throat Associates | Charlotte | NC | 06/2016 | 12/2018 |
| Clarity Financial Advisors Llc | Tampa | FL | 06/2026 | Present |
| Charlotte Eye Ear Nose & Throat Associates | Charlotte | NC | 12/2018 | 09/2022 |
| Eastern Nephrology Associates | Greenville | NC | 09/2022 | Present |
EASTERN NEPHROLOGY ASSOCIATES GREENVILLE, NC HEALTHCARE DATA DIRECTOR, DATA ANALYSTICS SINCE 09/2022 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
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